A Driving Force
Increasingly, women are exercising control over their family’s buying decisions. However, women are still underserved by our industry.
Personalized Service & Expertise
At Wealthspire, our advisors understand the challenges and concerns affecting women investors. Our advisors bring deep expertise in helping to navigate life changes (career, relationships, family) that are priorities in our clients’ lives.
How We Serve Women Investors
Career Milestones & Compensation
As your career progresses, our advisors help you understand growing complexities and opportunities to optimize your earnings.
Tax Planning Guidance
Protect your assets by maximizing tax planning strategies and avoid tax-related surprises after a life transition.
Navigating Life Changes
Our advisors help you navigate through life transitions including divorce or the death of a partner.
From education planning to anticipating long-term care needs for aging parents or family members, we are here to guide you.
Retirement and Longevity
As life expectancy for women continues to expand, so does the need for a longer retirement strategy.
Our Dedicated Team
Several of our advisors have devoted their careers to helping women navigate the complexities of their financial lives. They are adept at working with clients through all of life’s milestones and the challenges that accompany them. Collectively, they bring decades of experience to serving others and believe in building long-term relationships built on trust and respect.
New York, March 21, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, …